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Bank OZK
OZK

Overview Fund Activity

468 hedge funds and large institutions have $5B invested in Bank OZK in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
51
Increased
187
Reduced
166
Closed
53
Calls
$63.9M
Puts
$60.5M
Net Calls
+$3.4M
Net Calls Change
+$13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$41.1M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$23.6M
3
Millennium Management
Millennium Management
New York
+$19.1M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
SM
Senvest Management
New York
+$14.6M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$80.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$47.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$34.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$18.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$36.5M -$6.55M -139,267 -15%
KCM
27
Kennedy Capital Management
Missouri
$35.8M -$893K -18,976 -2%
WRBC
28
W.R. Berkley Corp
Connecticut
$33.1M +$9.52M +202,200 +40%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$32.7M +$11.9M +253,001 +57%
Citadel Advisors
30
Citadel Advisors
Florida
$32.6M +$2.48M +52,666 +8%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$32.1M +$1.16M +24,706 +4%
Renaissance Technologies
32
Renaissance Technologies
New York
$28.3M -$2.05M -43,600 -7%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$26.7M +$23.6M +501,308 +767%
Invesco
34
Invesco
Georgia
$26.7M +$360K +7,655 +1%
QCM
35
Quantinno Capital Management
New York
$26.2M +$9.88M +209,970 +61%
Bank of America
36
Bank of America
North Carolina
$26.2M +$2.49M +52,916 +11%
Two Sigma Investments
37
Two Sigma Investments
New York
$25.4M -$6.08M -129,282 -19%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$25.1M -$3.17M -67,370 -11%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$23M -$14.4K -306 -0.1%
LSV Asset Management
40
LSV Asset Management
Illinois
$22.5M +$215K +4,560 +1%
UBS AM
41
UBS AM
Illinois
$22M +$5.5M +116,879 +33%
SEI Investments
42
SEI Investments
Pennsylvania
$21.7M -$5.2M -110,575 -19%
Goldman Sachs
43
Goldman Sachs
New York
$21.5M +$15.2M +323,072 +242%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$21M +$5.86M +124,562 +39%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$19.7M +$4.95M +105,131 +34%
Marshall Wace
46
Marshall Wace
United Kingdom
$18.2M -$838K -17,816 -4%
LPL Financial
47
LPL Financial
California
$18.1M -$139K -2,951 -0.8%
Amundi
48
Amundi
France
$17.1M -$1.7M -33,407 -9%
UBS Group
49
UBS Group
Switzerland
$16.8M -$1.02M -21,686 -6%
Citigroup
50
Citigroup
New York
$16.7M +$10.4M +221,816 +166%
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